Key Responsibilities Accounting & Advisory Services • Prepare monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flow statements. • Maintain and reconcile general ledger accounts. • Perform bank and account reconciliations. • Analyze financial information and identify trends, risks, and opportunities. • Prepare management reports and communicate financial results to clients and firm leadership. • Assist clients with budgeting, forecasting, and financial decision-making. • Ensure compliance with Generally Accepted Accounting Principles (GAAP). • Recommend and implement process improvements to increase efficiency and accuracy. Tax Services • Prepare and review federal and state tax returns for: • Individuals, Partnerships, Corporations, S-Corporations, Trusts and Estates • Nonprofit Organizations • Homeowner Associations • Conduct tax research and stay current with tax law changes. • Assist with year-round tax planning and tax-saving strategies. • Communicate directly with clients to obtain information and resolve tax-related matters. • Assist clients with tax projections and planning opportunities. Assurance Services • Independently Perform: • Audits, Reviews, Compilations • Prepare audit workpapers and supporting schedules. • Collect and organize financial information for assurance engagements. • Prepare practice aids and supporting engagement documents. • Identify accounting and compliance issues and recommend solutions. • Assist in evaluating internal controls and financial reporting processes. Client Accounting Services • Provide bookkeeping and write-up services for clients. • Process and review payroll services. • Assist clients with accounting maintenance. • Support clients with financial reporting and compliance requirements. Leadership & Firm Support • Train and mentor junior staff members. • Assist with reviewing staff work when assigned. • Participate in improving firm procedures and workflow efficiencies. • Build and maintain strong client relationships. • Perform other duties and special projects as assigned by management. Qualifications Required • Bachelor’s degree in Accounting, Finance, or related field. CPA candidate or active pursuit of CPA licensure. • 5+ years of public accounting experience.